Relaxing Retirement Coach’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $298K | Buy |
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